Blue Waters Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,000⁠-⁠$15,000/yr

“The minimum fee for these services is $1,000 per year, and the maximum is $15,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Blue Waters Advisory Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Blue Waters bills client accounts for a given quarter on the first business day of that quarter by applying the fourth of the applicable annual fee to the closing market value on the just concluded quarter’s last trading day.”
• “This means that if the account funds anytime during the month billing will begin but the client will not be billed until the next cycle.”
• “At times, and depending upon individual circumstances, our fees may be negotiable. 7 Furthermore, in isolated cases, based upon unique circumstances and relationships, the fee may be waived in whole or in part, at our discretion.”

How Blue Waters Advisory Group, LLC’s fees compare

• Its annual fee of $1,000-$15,000 spans the Texas median of $6,000. 66% of the 106 other Texas planners that publish an annual fee charge less.
• 13 of the 22 other planners in Austin that publish an annual fee charge less.

About Blue Waters Advisory Group, LLC

• Firm size: 4 employees.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

152

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$97,690,763

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

158536

Phone

(512) 533-9110

Can advise clients in 2 states: Ohio, Texas

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